Markus Gerten

Angestellt, Senior Manager, Fund Tax Calculation, RBC Investor & Treasury Services

Esch-sur-Alzette, Luxemburg

Fähigkeiten und Kenntnisse

Experience in Tax Advisory for German Tax Reportin
Swiss Tax Reporting and Austrian Tax Reporting for

Werdegang

Berufserfahrung von Markus Gerten

  • Bis heute 7 Jahre und 6 Monate, seit Jan. 2017

    Senior Manager, Fund Tax Calculation

    RBC Investor & Treasury Services

    Senior Manager, Fund Tax Calculation: German Tax Reporting (InvStG), Swiss Tax Reporting, Austrian Tax Reporting, UK Tax Reporting, Belgium Tax Reporting, Italian Tax Reporting for Investment Funds; CRS, FATCA, VAT for Investment Funds; Support & Co-Lead on Fund Tax related Projects; Review & Enhancements of processes/ Semi-Automation (VBA-based); Documentation of Procedures & SLA; People Management & Evaluation; Responsible for a team of 8 people

  • 4 Jahre, Jan. 2013 - Dez. 2016

    Manager, Fund Tax Calculation

    RBC Investor & Treasury Services

    Manager Fund Tax Calculation: German Tax Reporting (InvStG), Swiss Tax Reporting, Austrian Tax Reporting, Belgium Tax Reporting for Investment Funds; Manager of a team with 7 people

  • 1 Jahr, Jan. 2012 - Dez. 2012

    Supervisor/ Assistant Manager

    RBC Investor & Treasury Services

    Supervisor Fund Tax Calculations: German Tax Reporting (InvStG), Swiss Tax Reporting and Austrian Tax Reporting for Investment Funds

  • 1 Jahr und 2 Monate, Nov. 2010 - Dez. 2011

    Senior Tax

    RBC Dexia Investor Services Bank S.A.

    Senior Tax Officer: German Tax Reporting (InvStG), Swiss Tax Reporting and Austrian Tax Reporting for Investment Funds

  • 4 Monate, Juli 2010 - Okt. 2010

    Senior Tax (German Tax Reporting for Investment Funds)

    Ernst & Young Tax Advisory Services S.à r.l. (Luxembourg)

    Review and computation of tax figures according to the German Investment Tax Act (InvStG); Preparation of tax returns according to the Luxembourgish domestic law; Handling of client requests; Introduction and Teaching of assistants; Participation on conference calls with clients.

  • 10 Monate, Sep. 2009 - Juni 2010

    Assistant Tax (German Tax Reporting for Investment Funds)

    Ernst & Young Tax Advisory Services S.à r.l. (Luxembourg)

    Tax Advisory (German Tax Reporting for Investment Funds)

  • 1 Jahr und 8 Monate, Nov. 2007 - Juni 2009

    Tax Management Officer

    UBS Fund Services (Luxembourg) S.A.

    German Tax Reporting, Swiss Tax Reporting and Austrian Tax Reporting for Investment Funds; Process of dividend distributions; European Savings Directive (EUSD); Testing of new computer applications before the implementation, etc.

  • 3 Monate, Juli 2007 - Sep. 2007

    Sachbearbeiter/ Senior

    Finanzamt Trier

    Sachbearbeiter - Vertretung auf der Arbeitnehmerstelle inklusive Betreuung des Servicezentrums, Sachbearbeitertätigkeit (Bearbeitung von Einsprüchen, Steuererklärungen, diversen Anträgen, usw), Einarbeitung eines Auszubildenden, Betreuung von Publikumsverkehr, usw.

  • 3 Jahre, Juli 2004 - Juni 2007

    Ausbildung

    Finanzamt Trier

    Ausbildung für die Beamtenlaufbahn des gehobenen Dienstes

Ausbildung von Markus Gerten

  • 3 Jahre, Juli 2004 - Juni 2007

    Steuerrecht

    Fachhochschule für Finanzen in 67480 Edenkoben

    Einkommensteuerrecht Bilanzsteuerrecht Umsatzsteuerrecht Besteuerung der Gesellschaften Abgabenordnung Bewertungsrecht

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Französisch

    Fließend

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